LSB Financial Group (“we,” “our,” or “us”) is committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website, submit forms, upload documents, or use our services.
Information We Collect
We may collect personal and sensitive information necessary to provide tax preparation and related financial services, including but not limited to:
- Full name, Email address, Phone Number and Mailing address
- Date of birth and Dependent information
- Tax-related documents (W-2s, 1099s, prior year returns, etc.)
- Government-issued identification
- Social Security numbers (only when required and through secure methods)
- Banking information for refund direct deposit or Payment Processing
- Uploaded files, forms, and communications
- Website usage data (IP address, browser type, pages visited)
How We Use Your Information
Your information is used strictly for legitimate business purposes, including:
- Preparing and filing tax returns
- Verifying identity and tax information
- Communicating with you regarding your tax services
- Document storage and recordkeeping
- Compliance with IRS and legal requirements
- Providing access to secure portals and document uploads
- Improving our services and client experience
- We do not sell, rent, or trade your personal information.
Document Uploads & Secure Portal
We provide secure methods for submitting and storing documents. Uploaded documents may be stored within our systems for compliance, recordkeeping, and future access by you and our authorized staff.
The client portal is intended for:
- Secure document storage
- Access to completed tax files
- Announcements and important updates
Data Security
We use industry-standard administrative, technical, and physical safeguards to protect your personal information. Access to sensitive data is restricted to authorized personnel only.
While we take reasonable steps to protect your information, no method of transmission or storage is 100% secure. By using our services, you acknowledge and accept this risk.
Text Messaging & Communications
By providing your phone number, you consent to receive SMS messages related to your services, including appointment reminders, document requests, and status updates.
- Message and data rates may apply
- You may opt out at any time by replying STOP
- We do not share SMS consent with third parties.
- Information Sharing
We may share your information only when necessary:
- With IRS or state tax authorities
- With authorized service providers (e.g., payment processors, tax software)
- To comply with legal obligations
- All third parties are required to maintain confidentiality and data security.
Retention of Information
We retain client records in accordance with IRS regulations and applicable laws. Records may be retained for several years for compliance and audit purposes.
Your Rights
You may request to:
- Review your personal information
- Correct inaccurate information
- Request copies of stored documents
- Requests may be subject to legal and regulatory limitations.
- Third-Party Links
Our website may contain links to third-party sites. We are not responsible for the privacy practices or content of those sites.
Changes to This Policy
We may update this Privacy Policy periodically. Updates will be posted on this page with a revised effective date.
Contact Us
If you have questions about this Privacy Policy or how your information is handled, contact us at:
